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Wealth Transfer Jobs in Oldwick

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United States
Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior within the Individual Tax Services - High Net Worth group at the company, you will be responsible for a variety of tasks...

Posted On Jul 30, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Formation Estate and Trust estates Probate Software trusts Women
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Formation Estate and Trust estates Probate Software trusts Women

Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare probate petitions for New Jersey and New York, along with other related forms. - Draft correspondence and meet with clients to notarize, witness, and sign documents, ensuring all legal deadlines are met. - Prepare federal...

Posted On Sep 14, 26
Full-time 5 views Experience : 7-18 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager- Investments Job Responsibilities: The Private Client Manager- Investments is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and offering the full array of the...

Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......

Posted On Aug 22, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts
Practice Area:
Tax - International Tax - Private Client Services Estate & Tax Planning Tax - General Trusts and Estates - General
Job Tags:
Energy Estate Planning estates family grantor trust Immigration Insurance Intellectual Property life sciences Litigation private client restructuring trusts

Title: Private Client International Tax and Estate Planning Associate / Senior Associate Job Responsibilities: The selected candidate will join the Private Client Department of a law firm, focusing on international tax and estate planning. Responsibilities include advising on international tax matters...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
due diligence Estate and Trust estates gift tax inheritance Insurance ordinances Probate Profit Sharing Software trusts
Job Tags:
due diligence Estate and Trust estates gift tax inheritance Insurance ordinances Probate Profit Sharing Software trusts

the Trusts, Estates & Wealth Preservation group, collaborating closely... with attorneys and professionals to deliver outstanding service to clients. Key responsibilities include: - Preparing probate documents, court petitions, and related filings accurately and efficiently. - Preparing Federal and State Estate,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

estate, gift, trust, and wealth transfer planning, including strategies... such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state,...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

Posted On Aug 12, 26
Full-time 26 views Experience : 1-15 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...

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